Business referrers
Assign referrers to your client companies, set commission rates and let the platform calculate what is owed on each operation. PnL per referrer becomes a management metric, not a manually rebuilt spreadsheet.
Referrers, percentages, operations: everything is connected
From setup to accounting export, CoreFX links each deal to the right person and the right rate.
Structured referrer profiles
Create each referrer with their commission percentage: the rules are clear before the first flow is encoded.
Link with client companies
Associate one or more referrers with a company: useful when the sales network covers multiple referrers on a single account.
Automatic per-operation calculation
For each eligible transaction, the commission is derived from the agreed percentage: no more manual recalculations at month-end.
PnL per referrer
Visualize what each referrer generates: compare network performance and adjust your commercial agreements with objective figures.
PnL reporting integration
Commissions are embedded in your global margin reports: a consistent view with the rest of the back-office.
Multiple referrers supported
Model real-world scenarios when multiple intermediaries participate in the acquisition or development of a client.
Give teams the view they need
From internal management to controlled sharing with the network, data stays in a single system.
Dedicated referrer view
Referrers have a space to track their attributed activity: fewer ad hoc requests, more controlled transparency.
Excel export
Extract referrer data for finance or quarterly reviews: the file includes amounts and links useful for your controls.
FX & payments alignment
FX operations and international payments can carry the same commission logic: your net margin reflects the entire model.
Related Features
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